$IBM(IBM)$_老虎社区_美港股上老虎

$IBM(IBM)$IBM老板今天的电话会议中为公司业务的辩护，AI对公司是顺风，而不是逆风。一开始还真觉得他说的颇有道理，直到最后两段，他说他们六七年前就已经为Agent时代构建产品组合了！这牛逼吹得过了吧？

OpenAI未能完成内部业绩目标的报道，重燃市场对人工智能投资回报的疑虑，甲骨文跌4.1%，CoreWeave跌5.8%，两家公司均与OpenAI的云计算布局绑定。随后OpenAI表示其业务“运转良好”，企业业务和广告业务正在增长，但并未打消市场对AI增速的疑虑，【大家觉得CRWV和甲骨文等股是否被“错杀”？你会担心AI前景吗？】

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